Anic Equity¶
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Total return since start: 0.607 %¶
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Equity now: -----------------------------> 49093.77 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45032.23 Kr¶
PnL: ---------------------------------------> -23.77 Kr¶
DD now: ---------------------------------> -7.58 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 16:04:18.885471'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.180000 | 1664.640000 | 195.640000 | 13.320000 | 1468.999998 |
| Orrön Energy | 180 | -2.000000 | 2158.200000 | 115.200000 | 5.640000 | 2043.000000 |
| Atrium Ljungberg B | 5 | -0.200000 | 993.000000 | 58.000000 | 6.200000 | 935.000000 |
| Sagax B | 4 | 0.670000 | 903.200000 | 49.200000 | 5.760000 | 854.000000 |
| Sagax A | 4 | 0.000000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| Catena | 2 | -1.100000 | 829.600000 | 37.600000 | 4.750000 | 792.000000 |
| Hoist Finance | 35 | 0.000000 | 1016.750000 | 36.750000 | 3.750000 | 980.000000 |
| Hexatronic Group | 12 | -0.430000 | 997.440000 | 30.440000 | 3.150000 | 966.999996 |
| JM | 6 | -1.400000 | 889.800000 | 25.800000 | 2.990000 | 864.000000 |
| Platzer Fastigheter Holding B | 12 | -4.120000 | 978.000000 | 17.000000 | 1.770000 | 960.999996 |
| Biotage | 7 | -0.370000 | 954.100000 | 13.100000 | 1.390000 | 940.999997 |
| OX2 | 13 | 0.680000 | 961.350000 | 11.350000 | 1.190000 | 949.999999 |
| Bilia A | 8 | -0.610000 | 910.400000 | 10.400000 | 1.160000 | 900.000000 |
| BioGaia B | 8 | -1.350000 | 937.600000 | 7.600000 | 0.820000 | 930.000000 |
| Gränges | 9 | -0.760000 | 935.100000 | 7.100000 | 0.770000 | 927.999999 |
| HEXPOL B | 9 | 0.000000 | 1027.800000 | 6.800000 | 0.670000 | 1020.999996 |
| VEF | 909 | -3.140000 | 1848.910000 | -1.090000 | -0.060000 | 1850.000436 |
| AcadeMedia | 8 | -1.480000 | 400.400000 | -1.600000 | -0.400000 | 402.000000 |
| Byggmax Group | 33 | -2.510000 | 949.080000 | -6.920000 | -0.720000 | 956.000001 |
| ASSA ABLOY B | 3 | -1.500000 | 768.000000 | -11.000000 | -1.410000 | 779.000001 |
| Clas Ohlson B | 12 | -2.320000 | 961.200000 | -11.800000 | -1.210000 | 972.999996 |
| EQT | 4 | -2.060000 | 819.200000 | -12.800000 | -1.540000 | 832.000000 |
| Alimak Group | 11 | -1.200000 | 907.500000 | -20.500000 | -2.210000 | 927.999996 |
| Sedana Medical | 93 | -6.080000 | 2499.840000 | -21.160000 | -0.840000 | 2521.000011 |
| Addnode Group B | 11 | -0.430000 | 898.150000 | -22.850000 | -2.480000 | 921.000003 |
| Creaspac SPAC | 39 | -0.110000 | 3693.300000 | -24.700000 | -0.660000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | -1.170000 | 942.200000 | -24.800000 | -2.560000 | 966.999999 |
| SKF B | 5 | -1.200000 | 907.250000 | -32.750000 | -3.480000 | 940.000000 |
| Indutrade | 5 | -0.970000 | 1178.500000 | -39.500000 | -3.240000 | 1218.000000 |
| Latour B | 4 | -0.390000 | 812.800000 | -44.200000 | -5.160000 | 857.000000 |
| INVISIO | 16 | 0.660000 | 3640.000000 | -49.000000 | -1.330000 | 3689.000000 |
| Vitec Software Group B | 2 | -3.310000 | 1024.000000 | -63.000000 | -5.800000 | 1087.000000 |
| Bufab | 3 | -0.860000 | 1041.600000 | -67.400000 | -6.080000 | 1109.000001 |
| BHG Group | 97 | -1.970000 | 1354.120000 | -104.880000 | -7.190000 | 1458.999989 |
| Hexagon B | 26 | -2.920000 | 3333.200000 | -127.800000 | -3.690000 | 3461.000010 |
| TOTAL | 45032.230000 | -23.770000 | -7.58011% | 45056.000411 |
Updated:¶
'2023-07-05 16:04:36.203408'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
